Jotform Teams
Guides
How to Create a Jotform Team
Jotform Teams offers a smarter, more streamlined way to collaborate. Instead of adding collaborators one by one, you can bring your entire team together in a shared workspace—making it easy to build forms, manage data, and work in real time, all...
How to View Team Members in Jotform Teams
With Jotform Teams, it's easy to see who's in your workspace, view their roles, and stay organized. Whether you're managing tasks or adjusting access, you'll save time by knowing exactly where to go. Viewing Your Team Members Through the...
How to Disable a Teams Asset
With Jotform Teams, you can add all the assets that Jotform offer to your Teams page. If you want to disable these assets, you can follow these instructions for each one of them. How to Disable a Form Go to the form you’d like to...
How to Create New Assets in Jotform Teams
Creating new assets in Jotform Teams allows your team build and manage shared Forms, AI Agents, Workflows, Apps, E-Sign Documents, Tables, Reports, or Boards, all in one central workspace. Whether you're designing a form or setting up a workflow,...
How to Add New Members to Your Jotform Team
Jotform makes it easy to add new members to your team so you can collaborate and manage your workspace more efficiently. With Jotform Teams, you can quickly invite people to join your workspace, assign roles, and control what they can access....
How to Send a Request to Join a Jotform Team
Jotform makes it easy to join a team so you can collaborate, access shared forms, and work more efficiently with others. With Jotform Teams, you can send a request to join an existing workspace and get access to the tools and resources your team...
How to Move Your Forms and Other Assets to Your Jotform Team
Moving your existing Forms, AI Agents, Boards, and other assets to Jotform Teams helps keep everything organized and accessible to your team. It simplifies collaboration, provides better control over resources, and removes the need to manage...
How to View the Activity Log of a Team
In Jotform Teams, team members can track and monitor the changes and activities of their teams. Here's how: Go to My Forms and select your team on the left. Click on Team Workspace at the top. Next, click on Activity on the...
How to Give Roles to Your Team Members
With Jotform Teams, you can easily manage roles and permissions for your Enterprise server’s team members, allowing you to assign responsibilities, control access levels, and ensure efficient collaboration across your organization....
How to Customize Your Team Workspace
As the Team Admin of your Jotform Team, you have the power to personalize your workspace. Whether you're updating your team's avatar, selecting the perfect cover photo, or renaming your workspace, you can create a space that represents your...
How to Manage All Teams as the Server Admin in Jotform Enterprise
Jotform makes it easy to manage all teams across your organization when you're a Server Admin in Jotform Enterprise. You get full visibility into every team workspace, so you can see how teams are set up, who has access, and how everything is...
How to Create Folders in a Team
As a team admin in Jotform Teams, you can create team folders in My Forms to organize and better manage your team forms. To create a team folder Log in to your team admin account. In My Forms, on the left, open the team's menu using...
How to Manage Team Members in Teams
As a Jotform Teams admin, you have full control over managing your team members. You can update their roles or remove them as needed to keep your team organized. You can manage team members through your My Workspace page, Team Workspace page, and...
How to Change Settings in Jotform Teams
As a Team Admin in Jotform Teams, you have full control over team management. You can add or remove members, assign roles, and update team settings such as the team name, URL, and privacy preferences. Changing your settings in Jotform...
How to Edit a Form in Teams
As a Team Admin or Creator, you can edit forms within your team. You can access and modify your forms from two places: your Workspace and Team Workspace pages. Since Jotform Teams is accessible through your Workspace page on your...
How to Use Jotform Teams on Your Mobile Device
The Jotform Mobile Forms App lets you access and collaborate with your team directly from your mobile device. With Jotform Teams, you can switch to your team workspace, view shared forms, and manage submissions while working on the go. If...